+3,482.0%
MTZ vs DLTR
+12,159.9%
-8,677.9%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +4.6% | +3.9% | +7.4% |
| 7D | -2.4% | -1.0% | -1.4% | -2.9% |
| 30D | -11.1% | +15.7% | -26.8% | -15.2% |
| 3M | -30.6% | +4.8% | -35.4% | -32.4% |
| 6M | -54.4% | +45.6% | -100.0% | -59.7% |
| YTD | -13.0% | +11.6% | -24.6% | -18.1% |
| 1Y | -5.7% | +29.8% | -35.5% | -14.9% |
| 3Y | +297.2% | +20.8% | +276.4% | +251.1% |
| 5Y | +95.9% | +23.5% | +72.4% | +67.3% |
| 10Y | +492.6% | +80.5% | +412.2% | +336.7% |
| All | +3,482.0% | +12,159.9% | -8,677.9% | +758.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded DLTR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling